I am assuming they got unique CustID's but that the Name is the same for various "different" customers. At least according to my print of the dictionary CustID must be unique. Underlying it is a definitely unique CustNum that is the primary key for the Customer table. Unfortunately all the references to the customer in other tables (quotes, invoices) use the hidden CustNum so you are pretty much locked into this history.
Things I would do:
1. Inactivate the least used version(s) of the customer as best you can by changing the name to indicate not to use them...for Alpha name sort maybe append ZZZ- to the start so they drop to the bottom of tracker lists.
2. On the newly deactivated duplicates set the "real" customer as the Parent. This will consolidate the A/R on aging reports anyway. It also give a means of consolidating sales numbers on your home grown sales reports. It means creating an artificial composite field for sortingbut beyond that it works OK.
3. Re-do the quotes that have not been made into orders with the right CustID as soon as possible and if possible delete the offending quotes. Maybe this is as far as some customers got so they can maybe be deleted or at least shut off from further use before polluting the sales stream.
When we opened Cust Maint a bit I added a BAM email alert to the key customer maintenance person so they would be aware and could police adds and changes. A bit of hand slapping is involved.
-Todd C.
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf Of Ben Belzer
Sent: Wednesday, January 11, 2006 9:47 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Duplicate Customers
Can I get some help on how to deal with duplicate customers?
I have opened up my customer master to my sales dept., and they aren't checking to see if a customer is already in the system.
I now have multiple duplicates, each with quotes, and some with invoices.
How do you consolidate duplicate customers?
Thanks in advance,
Ben
[Non-text portions of this message have been removed]
Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/links
SPONSORED LINKS
Manufacturing <http://groups.yahoo.com/gads?t=ms&k=Manufacturing+software&w1=Manufacturing+software&w2=Membership+database+software&w3=Database+mortgage+software&w4=Pda+database+software&w5=Database+management+software&w6=Database+marketing+software&c=6&s=188&.sig=OG5F3819UOUOg63i0bu6kA> software Membership <http://groups.yahoo.com/gads?t=ms&k=Membership+database+software&w1=Manufacturing+software&w2=Membership+database+software&w3=Database+mortgage+software&w4=Pda+database+software&w5=Database+management+software&w6=Database+marketing+software&c=6&s=188&.sig=N5BGdur84p-jyuOomcQdbQ> database software Database <http://groups.yahoo.com/gads?t=ms&k=Database+mortgage+software&w1=Manufacturing+software&w2=Membership+database+software&w3=Database+mortgage+software&w4=Pda+database+software&w5=Database+management+software&w6=Database+marketing+software&c=6&s=188&.sig=8rvcSQnCqJhTCZu-0Si39A> mortgage software
Pda <http://groups.yahoo.com/gads?t=ms&k=Pda+database+software&w1=Manufacturing+software&w2=Membership+database+software&w3=Database+mortgage+software&w4=Pda+database+software&w5=Database+management+software&w6=Database+marketing+software&c=6&s=188&.sig=u3KQrTRPAQfsWIT39aHDkg> database software Database <http://groups.yahoo.com/gads?t=ms&k=Database+management+software&w1=Manufacturing+software&w2=Membership+database+software&w3=Database+mortgage+software&w4=Pda+database+software&w5=Database+management+software&w6=Database+marketing+software&c=6&s=188&.sig=R3CF3ODPY4gwjDZjykQYvw> management software Database <http://groups.yahoo.com/gads?t=ms&k=Database+marketing+software&w1=Manufacturing+software&w2=Membership+database+software&w3=Database+mortgage+software&w4=Pda+database+software&w5=Database+management+software&w6=Database+marketing+software&c=6&s=188&.sig=lmBkRUiBtvHI1u5dkymDcw> marketing software
_____
YAHOO! GROUPS LINKS
* Visit your group " vantage <http://groups.yahoo.com/group/vantage> " on the web.
* To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com <mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>
* Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service <http://docs.yahoo.com/info/terms/> .
_____
[Non-text portions of this message have been removed]
Things I would do:
1. Inactivate the least used version(s) of the customer as best you can by changing the name to indicate not to use them...for Alpha name sort maybe append ZZZ- to the start so they drop to the bottom of tracker lists.
2. On the newly deactivated duplicates set the "real" customer as the Parent. This will consolidate the A/R on aging reports anyway. It also give a means of consolidating sales numbers on your home grown sales reports. It means creating an artificial composite field for sortingbut beyond that it works OK.
3. Re-do the quotes that have not been made into orders with the right CustID as soon as possible and if possible delete the offending quotes. Maybe this is as far as some customers got so they can maybe be deleted or at least shut off from further use before polluting the sales stream.
When we opened Cust Maint a bit I added a BAM email alert to the key customer maintenance person so they would be aware and could police adds and changes. A bit of hand slapping is involved.
-Todd C.
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf Of Ben Belzer
Sent: Wednesday, January 11, 2006 9:47 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Duplicate Customers
Can I get some help on how to deal with duplicate customers?
I have opened up my customer master to my sales dept., and they aren't checking to see if a customer is already in the system.
I now have multiple duplicates, each with quotes, and some with invoices.
How do you consolidate duplicate customers?
Thanks in advance,
Ben
[Non-text portions of this message have been removed]
Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/links
SPONSORED LINKS
Manufacturing <http://groups.yahoo.com/gads?t=ms&k=Manufacturing+software&w1=Manufacturing+software&w2=Membership+database+software&w3=Database+mortgage+software&w4=Pda+database+software&w5=Database+management+software&w6=Database+marketing+software&c=6&s=188&.sig=OG5F3819UOUOg63i0bu6kA> software Membership <http://groups.yahoo.com/gads?t=ms&k=Membership+database+software&w1=Manufacturing+software&w2=Membership+database+software&w3=Database+mortgage+software&w4=Pda+database+software&w5=Database+management+software&w6=Database+marketing+software&c=6&s=188&.sig=N5BGdur84p-jyuOomcQdbQ> database software Database <http://groups.yahoo.com/gads?t=ms&k=Database+mortgage+software&w1=Manufacturing+software&w2=Membership+database+software&w3=Database+mortgage+software&w4=Pda+database+software&w5=Database+management+software&w6=Database+marketing+software&c=6&s=188&.sig=8rvcSQnCqJhTCZu-0Si39A> mortgage software
Pda <http://groups.yahoo.com/gads?t=ms&k=Pda+database+software&w1=Manufacturing+software&w2=Membership+database+software&w3=Database+mortgage+software&w4=Pda+database+software&w5=Database+management+software&w6=Database+marketing+software&c=6&s=188&.sig=u3KQrTRPAQfsWIT39aHDkg> database software Database <http://groups.yahoo.com/gads?t=ms&k=Database+management+software&w1=Manufacturing+software&w2=Membership+database+software&w3=Database+mortgage+software&w4=Pda+database+software&w5=Database+management+software&w6=Database+marketing+software&c=6&s=188&.sig=R3CF3ODPY4gwjDZjykQYvw> management software Database <http://groups.yahoo.com/gads?t=ms&k=Database+marketing+software&w1=Manufacturing+software&w2=Membership+database+software&w3=Database+mortgage+software&w4=Pda+database+software&w5=Database+management+software&w6=Database+marketing+software&c=6&s=188&.sig=lmBkRUiBtvHI1u5dkymDcw> marketing software
_____
YAHOO! GROUPS LINKS
* Visit your group " vantage <http://groups.yahoo.com/group/vantage> " on the web.
* To unsubscribe from this group, send an email to:
vantage-unsubscribe@yahoogroups.com <mailto:vantage-unsubscribe@yahoogroups.com?subject=Unsubscribe>
* Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service <http://docs.yahoo.com/info/terms/> .
_____
[Non-text portions of this message have been removed]